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I have been working within the financial services industry for all my working life, with the majority spent as a manager with the Bradford & Bingley Building Society. Since 2013, I decided to specialise in the equity release market having worked for several firms gaining additional experience.
My preference is to assist clients on a face-to-face basis in the comfort of their own homes. I aim to give both a high level of service combined with a friendly approach. My current role supports this opportunity with ample time to spend with my clients and full head-office backup.
I am very proud of my positive feedback from all my clients over the years - many of them returning for additional independent advice and being confident enough in me to refer to their friends. I achieve great satisfaction in helping clients achieve their needs and aspirations using equity release.
I live near Banbury (North Oxfordshire) and I’m married with two children and two grandchildren. When not walking my dog, I enjoy sport of all kinds – playing badminton and watching rugby and football whenever possible. As a family we enjoy travelling and holidays to enjoy time with the grandchildren.